Baird Financial Group
PJT icon

Baird Financial Group’s PJT Partners PJT Stock Holding History

Baird Financial Group’s Portfolio PJT Stock Details PJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-26,124
Closed -$4.64M – 1851
2025
Q3 		$4.64M Buy
+26,124
New +$4.7M 0.01% 760
2025
Q2 		– Sell
-19,137
Closed -$2.64M – 1838
2025
Q1 		$2.64M Buy
+19,137
New +$3.01M 0.01% 885

Other funds holding PJT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Baird Financial Group's PJT Position: Q4 2025 in Review

Baird Financial Group sold out of PJT Partners (PJT) in Q4 2025, closing a stake of 26,124 shares — an estimated $4.64M sold.

Baird Financial Group first reported a position in PJT in Q1 2025 and held it in 2 quarters. The position peaked at $4.64M in Q3 2025. 410 funds tracked by Wall St. Rank hold PJT as of Q4 2025.

  • Baird Financial Group reported no remaining PJT Partners position as of Q4 2025 after selling out during the quarter.
  • Baird Financial Group sold 26,124 PJT Partners shares in Q4 2025, an estimated $4.64M.
  • Baird Financial Group first reported a position in PJT Partners in Q1 2025 and held it in 2 quarters.
  • Baird Financial Group's PJT Partners position peaked at $4.64M in Q3 2025.
  • 410 funds tracked by Wall St. Rank held PJT Partners as of Q4 2025.

Based on Baird Financial Group's 13F filing for Q4 2025, filed 13 Feb 2026.